See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,462 | $150,440-51.8% | $136,294-46.8% | $147,584-50.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.62% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $6,322 | $5,256+20.3% | $4,695+34.6% | $4,876+29.6% |
| Participant deferral / active EE | $5,182 | $6,630-21.8% | $6,247-17.0% | $5,439-4.7% |
| Admin fee / account holder | $296 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |